Fortis Group Advisors, LLC Diversified Active

CIK: 0001815183 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 2, 2025

Total Value ($000): $515,039 (100.0% shares, 0.0% debt)

Holdings (497)

BIL SPDR SER TR 8.3%
Value ($000) $42,974 Shares 468,488 Est. Cost $91.69 Unrealized
SPMO INVESCO EXCH TRADED FD TR II 3.0%
Value ($000) $15,308 Shares 165,435 Est. Cost $87.37 Unrealized
RSP INVESCO S&P 3.0%
Value ($000) $15,294 Shares 88,290 Est. Cost $170.82 Unrealized
AAPL APPLE INC 2.9%
Value ($000) $14,749 Shares 66,396 Est. Cost $126.20 Unrealized +82.9%
GLD SPDR GOLD 2.6%
Value ($000) $13,337 Shares 46,286 Est. Cost $190.13 Unrealized
TCAF T ROWE PRICE ETF INC 2.1%
Value ($000) $11,029 Shares 341,670 Est. Cost $31.47 Unrealized
XLRE SELECT SECTOR SPDR TR 2.1%
Value ($000) $10,899 Shares 260,441 Est. Cost $43.42 Unrealized
IAU ISHARES GOLD TR 1.8%
Value ($000) $9,254 Shares 156,952 Est. Cost $50.08 Unrealized
BILS SPDR SER TR 1.8%
Value ($000) $9,029 Shares 90,748 Est. Cost $99.61 Unrealized
SPY SPDR S&P 1.7%
Value ($000) $8,539 Shares 15,265 Est. Cost $502.23 Unrealized
XLP SECTOR CONSUMER 1.5%
Value ($000) $7,904 Shares 96,774 Est. Cost $81.97 Unrealized
AMZN AMAZON COM INC 1.5%
Value ($000) $7,624 Shares 40,071 Est. Cost $161.33 Unrealized +34.5%
TLT ISHARES 20 1.5%
Value ($000) $7,595 Shares 83,433 Est. Cost $91.31 Unrealized
IWO ISHARES RUSSELL 1.5%
Value ($000) $7,479 Shares 29,270 Est. Cost $270.75 Unrealized
SGOV ISHARES TR 1.4%
Value ($000) $7,432 Shares 73,824 Est. Cost $100.56 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 1.4%
Value ($000) $7,163 Shares 164,903 Est. Cost $41.69 Unrealized
GOOGL ALPHABET INC 1.4%
Value ($000) $7,123 Shares 46,063 Est. Cost $150.85 Unrealized +19.8%
AMLP ALPS ETF TR 1.3%
Value ($000) $6,672 Shares 128,459 Est. Cost $46.93 Unrealized
SPYM SPDR PORTFOLIO 1.3%
Value ($000) $6,653 Shares 101,176 Est. Cost $63.60 Unrealized
BTAL AGF INVTS TR 1.2%
Value ($000) $6,418 Shares 307,987 Est. Cost $20.83 Unrealized
SHY ISHARES 1-3YR 1.2%
Value ($000) $6,400 Shares 77,361 Est. Cost $82.59 Unrealized
XLV HEALTHCARE SELECT 1.2%
Value ($000) $6,383 Shares 43,713 Est. Cost $146.03 Unrealized
PINK SIMPLIFY EXCHANGE TRADED FUN 1.2%
Value ($000) $5,986 Shares 204,215 Est. Cost $32.14 Unrealized
XLU SELECT SECTOR SPDR TR 1.2%
Value ($000) $5,965 Shares 75,651 Est. Cost $76.69 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $5,956 Shares 11,183 Est. Cost $473.14 Unrealized +2.8%
DIA SPDR DOW 1.1%
Value ($000) $5,704 Shares 13,584 Est. Cost $401.03 Unrealized
QUAL ISHARES TR 1.1%
Value ($000) $5,583 Shares 32,668 Est. Cost $172.19 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 1.1%
Value ($000) $5,481 Shares 28,397 Est. Cost $202.70 Unrealized
XLF FINANCIAL SELECT 1.1%
Value ($000) $5,435 Shares 109,119 Est. Cost $45.51 Unrealized
JAAA JANUS DETROIT STR TR 1.0%
Value ($000) $5,384 Shares 106,163 Est. Cost $50.71 Unrealized
TUA SIMPLIFY EXCHANGE TRADED FUN 1.0%
Value ($000) $5,366 Shares 244,229 Est. Cost $21.97 Unrealized
TBIL RBB FD INC 1.0%
Value ($000) $5,212 Shares 104,226 Est. Cost $50.03 Unrealized
CLOX SERIES PORTFOLIOS TR 1.0%
Value ($000) $5,061 Shares 198,395 Est. Cost $25.51 Unrealized
V VISA INC 0.9%
Value ($000) $4,844 Shares 13,823 Est. Cost $211.52 Unrealized +59.0%
SPHD INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $4,804 Shares 95,639 Est. Cost $48.48 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $4,632 Shares 65,971 Est. Cost $70.21 Unrealized
PLTR PALANTIR TECHNOLOGIES 0.9%
Value ($000) $4,620 Shares 54,736 Est. Cost $34.06 Unrealized +157.9%
USFR WISDOMTREE TR 0.9%
Value ($000) $4,508 Shares 89,564 Est. Cost $50.32 Unrealized
IVV ISHARES CORE 0.9%
Value ($000) $4,462 Shares 7,941 Est. Cost $440.08 Unrealized
MSFT MICROSOFT CORP 0.8%
Value ($000) $4,366 Shares 11,632 Est. Cost $357.11 Unrealized +13.4%
TAIL CAMBRIA ETF TR 0.8%
Value ($000) $4,358 Shares 369,964 Est. Cost $11.78 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $4,287 Shares 57,368 Est. Cost $71.73 Unrealized
AAAU GOLDMAN SACHS PHYSICAL GOLD 0.8%
Value ($000) $4,021 Shares 130,205 Est. Cost $30.88 Unrealized
VO VANGUARD INDEX FDS 0.8%
Value ($000) $3,959 Shares 15,309 Est. Cost $261.88 Unrealized
XLC SELECT SECTOR SPDR TR 0.7%
Value ($000) $3,757 Shares 38,954 Est. Cost $95.49 Unrealized
KIE SPDR SER TR 0.7%
Value ($000) $3,726 Shares 61,552 Est. Cost $60.53 Unrealized
XOM EXXON MOBIL 0.7%
Value ($000) $3,708 Shares 31,179 Est. Cost $87.49 Unrealized +22.5%
XLI INDUSTRIAL SELECT 0.7%
Value ($000) $3,589 Shares 27,386 Est. Cost $130.59 Unrealized
COST COSTCO WHSL CORP NEW 0.6%
Value ($000) $3,272 Shares 3,460 Est. Cost $688.72 Unrealized +40.9%
XLY SELECT SECTOR SPDR TR 0.6%
Value ($000) $3,243 Shares 16,422 Est. Cost $224.27 Unrealized
IWN ISHARES TR 0.6%
Value ($000) $3,049 Shares 20,195 Est. Cost $166.78 Unrealized
AVUS AMERICAN CENTY ETF TR 0.6%
Value ($000) $2,996 Shares 32,430 Est. Cost $93.58 Unrealized
NVDA NVIDIA CORP 0.6%
Value ($000) $2,948 Shares 27,204 Est. Cost $111.64 Unrealized +13.5%
CLOZ SERIES PORTFOLIOS TR 0.6%
Value ($000) $2,917 Shares 109,777 Est. Cost $26.57 Unrealized
T AT&T INC 0.6%
Value ($000) $2,851 Shares 100,824 Est. Cost $18.88 Unrealized +29.0%
META META PLATFORMS 0.5%
Value ($000) $2,787 Shares 4,835 Est. Cost $410.55 Unrealized +56.7%
NET CLOUDFLARE INC 0.5%
Value ($000) $2,781 Shares 24,681 Est. Cost $107.61 Unrealized +23.2%
DVY ISHARES TR 0.5%
Value ($000) $2,728 Shares 20,312 Est. Cost $129.89 Unrealized
EWO ISHARES INC 0.5%
Value ($000) $2,599 Shares 103,472 Est. Cost $25.12 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $2,524 Shares 6,807 Est. Cost $320.90 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.5%
Value ($000) $2,484 Shares 12,805 Est. Cost $179.80 Unrealized
REZ ISHARES TR 0.5%
Value ($000) $2,450 Shares 28,354 Est. Cost $86.42 Unrealized
XLG INVESCO EXCHANGE TRADED FD T 0.4%
Value ($000) $2,268 Shares 49,280 Est. Cost $42.39 Unrealized
LLY ELI LILLY 0.4%
Value ($000) $2,224 Shares 2,693 Est. Cost $726.44 Unrealized +13.8%
EPOL ISHARES TR 0.4%
Value ($000) $2,219 Shares 79,225 Est. Cost $28.01 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.4%
Value ($000) $2,218 Shares 4,033 Est. Cost $234.88 Unrealized +137.9%
IWM ISHARES TR 0.4%
Value ($000) $2,206 Shares 11,058 Est. Cost $213.52 Unrealized
IBM INTL BUSINESS 0.4%
Value ($000) $2,163 Shares 8,699 Est. Cost $120.89 Unrealized +98.0%
HD HOME DEPOT INC 0.4%
Value ($000) $2,147 Shares 5,859 Est. Cost $242.67 Unrealized +56.9%
MUSI AMERICAN CENTY ETF TR 0.4%
Value ($000) $2,048 Shares 46,811 Est. Cost $44.32 Unrealized
EWG ISHARES INC 0.4%
Value ($000) $1,897 Shares 51,168 Est. Cost $37.08 Unrealized
TJX TJX COS INC NEW 0.4%
Value ($000) $1,884 Shares 15,466 Est. Cost $117.72 Unrealized +2.0%
USMV ISHARES MSCI 0.4%
Value ($000) $1,881 Shares 20,083 Est. Cost $64.98 Unrealized
ABEQ UNIFIED SER TR 0.4%
Value ($000) $1,880 Shares 55,158 Est. Cost $34.08 Unrealized
EWD ISHARES INC 0.4%
Value ($000) $1,867 Shares 44,361 Est. Cost $42.08 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 0.4%
Value ($000) $1,864 Shares 52,300 Est. Cost $36.05 Unrealized
JPM JPMORGAN CHASE 0.4%
Value ($000) $1,856 Shares 7,567 Est. Cost $241.86 Unrealized +3.7%
CRWD CROWDSTRIKE HLDGS INC 0.4%
Value ($000) $1,840 Shares 5,220 Est. Cost $284.07 Unrealized +34.1%
MA MASTERCARD INC 0.4%
Value ($000) $1,838 Shares 3,353 Est. Cost $383.55 Unrealized +41.3%
WMT WALMART INC 0.3%
Value ($000) $1,756 Shares 20,008 Est. Cost $68.74 Unrealized +35.2%
MCD MCDONALDS CORP 0.3%
Value ($000) $1,733 Shares 5,549 Est. Cost $286.02 Unrealized +2.4%
EFNL ISHARES TR 0.3%
Value ($000) $1,703 Shares 46,312 Est. Cost $36.78 Unrealized
REMX VANECK ETF TRUST 0.3%
Value ($000) $1,604 Shares 40,572 Est. Cost $39.53 Unrealized
PCT PURECYCLE TECHNOLOGIES INC 0.3%
Value ($000) $1,523 Shares 220,146 Est. Cost $8.99 Unrealized -0.0%
IOO ISHARES TR 0.3%
Value ($000) $1,521 Shares 15,798 Est. Cost $99.96 Unrealized
OMFL INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $1,492 Shares 27,986 Est. Cost $52.91 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $1,484 Shares 2,833 Est. Cost $290.18 Unrealized +72.1%
CHD CHURCH & DWIGHT CO INC 0.3%
Value ($000) $1,472 Shares 13,375 Est. Cost $105.85 Unrealized 0.0%
MSTR MICROSTRATEGY INC 0.3%
Value ($000) $1,462 Shares 5,072 Est. Cost $315.04 Unrealized +0.8%
SHW SHERWIN WILLIAMS 0.3%
Value ($000) $1,438 Shares 4,118 Est. Cost $263.13 Unrealized +32.3%
JGRO J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $1,397 Shares 18,932 Est. Cost $74.92 Unrealized
NFLX NETFLIX INC 0.3%
Value ($000) $1,385 Shares 1,485 Est. Cost $94.96 Unrealized +0.1%
IJH ISHARES TR 0.3%
Value ($000) $1,361 Shares 23,322 Est. Cost $61.73 Unrealized
IAK ISHARES TR 0.3%
Value ($000) $1,350 Shares 9,797 Est. Cost $118.32 Unrealized
LIN LINDE PLC 0.3%
Value ($000) $1,342 Shares 2,883 Est. Cost $422.36 Unrealized +5.3%
LGLV SPDR SER TR 0.3%
Value ($000) $1,293 Shares 7,430 Est. Cost $110.64 Unrealized
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,269 Shares 21,137 Est. Cost $46.27 Unrealized +10.3%
COIN COINBASE GLOBAL INC 0.2%
Value ($000) $1,234 Shares 7,165 Est. Cost $253.86 Unrealized -4.6%
XLE ENERGY SELECT 0.2%
Value ($000) $1,228 Shares 13,144 Est. Cost $88.74 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $1,189 Shares 26,206 Est. Cost $38.06 Unrealized +4.0%
HFXI NEW YORK LIFE INVESTMENTS ET 0.2%
Value ($000) $1,075 Shares 39,064 Est. Cost $26.58 Unrealized
QGRO AMERICAN CENTY ETF TR 0.2%
Value ($000) $1,070 Shares 11,426 Est. Cost $93.67 Unrealized
PM PHILIP MORRIS 0.2%
Value ($000) $1,055 Shares 6,649 Est. Cost $121.01 Unrealized +13.2%
SCHD SCHWAB STRATEGIC TR 0.2%
Value ($000) $1,035 Shares 37,014 Est. Cost $27.96 Unrealized
HIMS HIMS & HERS HEALTH INC 0.2%
Value ($000) $1,019 Shares 34,482 Est. Cost $37.15 Unrealized 0.0%
IGV ISHARES TR 0.2%
Value ($000) $1,016 Shares 11,415 Est. Cost $87.95 Unrealized
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $1,012 Shares 7,847 Est. Cost $103.50 Unrealized
SHV ISHARES TR 0.2%
Value ($000) $989 Shares 8,956 Est. Cost $110.68 Unrealized
PG PROCTER & GAMBLE 0.2%
Value ($000) $988 Shares 5,796 Est. Cost $126.37 Unrealized +29.7%
INCE FRANKLIN TEMPLETON ETF TR 0.2%
Value ($000) $961 Shares 17,105 Est. Cost $54.67 Unrealized
IYW ISHARES TR 0.2%
Value ($000) $935 Shares 6,659 Est. Cost $155.61 Unrealized
IWF ISHARES RUSSELL 0.2%
Value ($000) $931 Shares 2,577 Est. Cost $284.58 Unrealized
PEG PUBLIC SERVICE 0.2%
Value ($000) $905 Shares 10,992 Est. Cost $50.36 Unrealized +60.8%
AHR AMERICAN HEALTHCARE REIT INC 0.2%
Value ($000) $896 Shares 29,587 Est. Cost $26.70 Unrealized
AVUV AMERICAN CENTY ETF TR 0.2%
Value ($000) $895 Shares 10,272 Est. Cost $96.48 Unrealized
KORP AMERICAN CENTY ETF TR 0.2%
Value ($000) $879 Shares 18,802 Est. Cost $46.74 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $877 Shares 6,633 Est. Cost $132.03 Unrealized
SPDW SPDR DEVELOPED 0.2%
Value ($000) $875 Shares 24,020 Est. Cost $34.10 Unrealized
PYLD PIMCO ETF TR 0.2%
Value ($000) $867 Shares 32,885 Est. Cost $25.92 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $866 Shares 5,177 Est. Cost $102.75 Unrealized +46.4%
BTCO INVESCO GALAXY BITCOIN ETF 0.2%
Value ($000) $834 Shares 10,147 Est. Cost $66.77 Unrealized
QQA INVESCO ACTIVELY MANAGED EXC 0.2%
Value ($000) $818 Shares 17,838 Est. Cost $45.86 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $718 Shares 2,772 Est. Cost $230.29 Unrealized +44.7%
LVHI LEGG MASON ETF INVT 0.1%
Value ($000) $696 Shares 21,501 Est. Cost $28.34 Unrealized
HELO J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $677 Shares 11,350 Est. Cost $59.68 Unrealized
ROKU ROKU INC 0.1%
Value ($000) $656 Shares 9,315 Est. Cost $70.44 Unrealized +13.6%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $656 Shares 2,122 Est. Cost $310.13 Unrealized
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $636 Shares 10,565 Est. Cost $60.17 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $614 Shares 7,067 Est. Cost $95.73 Unrealized 0.0%
ICLO INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $612 Shares 23,992 Est. Cost $25.49 Unrealized
EEM ISHARES MSCI 0.1%
Value ($000) $612 Shares 13,994 Est. Cost $41.93 Unrealized
IVOL KRANESHARES TRUST 0.1%
Value ($000) $584 Shares 31,238 Est. Cost $20.84 Unrealized
BK BANK NEW YORK 0.1%
Value ($000) $567 Shares 6,758 Est. Cost $42.75 Unrealized +93.1%
MMIT NEW YORK LIFE INVTS ACTIVE E 0.1%
Value ($000) $551 Shares 22,983 Est. Cost $24.32 Unrealized
MMM 3M CO 0.1%
Value ($000) $548 Shares 3,733 Est. Cost $120.41 Unrealized +20.1%
SPYV SPDR SER TR 0.1%
Value ($000) $537 Shares 10,512 Est. Cost $43.35 Unrealized
EYE NATIONAL VISION HLDGS INC 0.1%
Value ($000) $533 Shares 41,729 Est. Cost $11.82 Unrealized 0.0%
NJR NEW JERSEY RES CORP 0.1%
Value ($000) $528 Shares 10,768 Est. Cost $39.07 Unrealized +16.8%
KO COCA COLA CO 0.1%
Value ($000) $488 Shares 6,817 Est. Cost $47.97 Unrealized +35.4%
CPRI CAPRI HOLDINGS LIMITED 0.1%
Value ($000) $485 Shares 24,600 Est. Cost $22.14 Unrealized 0.0%
TMUS T-MOBILE US INC 0.1%
Value ($000) $479 Shares 1,795 Est. Cost $159.79 Unrealized +52.1%
PANW PALO ALTO NETWORKS INC 0.1%
Value ($000) $457 Shares 2,678 Est. Cost $173.45 Unrealized +6.6%
MRK MERCK & COMPANY 0.1%
Value ($000) $437 Shares 4,867 Est. Cost $65.93 Unrealized +36.7%
ALLY ALLY FINL INC 0.1%
Value ($000) $418 Shares 11,462 Est. Cost $35.59 Unrealized 0.0%
WEC WEC ENERGY 0.1%
Value ($000) $415 Shares 3,805 Est. Cost $78.01 Unrealized +27.2%
PFF ISHARES PFD 0.1%
Value ($000) $398 Shares 12,960 Est. Cost $32.24 Unrealized
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $395 Shares 1,725 Est. Cost $225.92 Unrealized +0.6%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $393 Shares 1,285 Est. Cost $127.43 Unrealized +131.8%
PLNT PLANET FITNESS INC 0.1%
Value ($000) $391 Shares 4,045 Est. Cost $93.24 Unrealized +8.0%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $379 Shares 2,569 Est. Cost $129.93 Unrealized -0.6%
PHDG INVESCO ACTIVELY MANAGED EXC 0.1%
Value ($000) $377 Shares 10,344 Est. Cost $38.06 Unrealized
ET ENERGY TRANSFER L P 0.1%
Value ($000) $370 Shares 19,915 Est. Cost $14.14 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $348 Shares 3,143 Est. Cost $84.62 Unrealized +12.5%
PZZA PAPA JOHNS INTL INC 0.1%
Value ($000) $338 Shares 8,235 Est. Cost $40.64 Unrealized 0.0%
JCPB J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $337 Shares 7,166 Est. Cost $46.35 Unrealized
GOOG ALPHABET INC 0.1%
Value ($000) $332 Shares 2,123 Est. Cost $182.46 Unrealized 0.0%
FLMB FRANKLIN TEMPLETON ETF TR 0.1%
Value ($000) $323 Shares 13,756 Est. Cost $26.81 Unrealized
TKO TKO GROUP HOLDINGS INC 0.1%
Value ($000) $314 Shares 2,057 Est. Cost $100.67 Unrealized +49.9%
INTC INTEL CORP 0.1%
Value ($000) $309 Shares 13,594 Est. Cost $25.60 Unrealized -14.5%
SPYG SPDR SER TR 0.1%
Value ($000) $306 Shares 3,802 Est. Cost $80.37 Unrealized
VYMI VANGUARD WHITEHALL FDS 0.1%
Value ($000) $300 Shares 4,071 Est. Cost $72.60 Unrealized
DE DEERE & CO 0.1%
Value ($000) $290 Shares 619 Est. Cost $371.93 Unrealized +24.1%
AGG ISHARES CORE 0.1%
Value ($000) $288 Shares 2,912 Est. Cost $101.21 Unrealized
FWONK LIBERTY MEDIA 0.1%
Value ($000) $277 Shares 3,081 Est. Cost $89.57 Unrealized
TSCO TRACTOR SUPPLY 0.1%
Value ($000) $276 Shares 5,000 Est. Cost $52.44 Unrealized +2.8%
TAXF AMERICAN CENTY ETF TR 0.1%
Value ($000) $275 Shares 5,548 Est. Cost $49.48 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $271 Shares 2,461 Est. Cost $122.15 Unrealized -7.8%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $268 Shares 2,861 Est. Cost $67.34 Unrealized +30.4%
HUBS HUBSPOT INC 0.1%
Value ($000) $265 Shares 463 Est. Cost $612.66 Unrealized +14.5%
HYG ISHARES TR 0.1%
Value ($000) $260 Shares 3,297 Est. Cost $78.65 Unrealized
JPIE J P MORGAN EXCHANGE TRADED F 0.0%
Value ($000) $256 Shares 5,561 Est. Cost $46.07 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $256 Shares 6,931 Est. Cost $38.82 Unrealized -9.8%
CCJ CAMECO CORP 0.0%
Value ($000) $253 Shares 6,157 Est. Cost $43.66 Unrealized +7.6%
JPST JPMORGAN 0.0%
Value ($000) $250 Shares 4,939 Est. Cost $50.49 Unrealized
DIS DISNEY WALT CO 0.0%
Value ($000) $244 Shares 2,476 Est. Cost $97.80 Unrealized +8.7%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $242 Shares 3,891 Est. Cost $69.82 Unrealized -18.1%
WELL WELLTOWER INC 0.0%
Value ($000) $241 Shares 1,571 Est. Cost $138.40 Unrealized +1.4%
DOGG FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $239 Shares 11,453 Est. Cost $20.83 Unrealized
HEI HEICO CORP NEW 0.0%
Value ($000) $237 Shares 889 Est. Cost $241.91 Unrealized +0.7%
DVN DEVON ENERGY CORP NEW 0.0%
Value ($000) $237 Shares 6,330 Est. Cost $34.59 Unrealized 0.0%
STKL SUNOPTA INC 0.0%
Value ($000) $230 Shares 47,226 Est. Cost $7.26 Unrealized -8.3%
NPK NATIONAL PRESTO INDS INC 0.0%
Value ($000) $222 Shares 2,529 Est. Cost $80.38 Unrealized +18.5%
RCL ROYAL CARIBBEAN 0.0%
Value ($000) $216 Shares 1,050 Est. Cost $122.68 Unrealized +90.1%
SPYD SPDR SER TR 0.0%
Value ($000) $216 Shares 4,871 Est. Cost $38.17 Unrealized
JBBB JANUS DETROIT STR TR 0.0%
Value ($000) $212 Shares 4,358 Est. Cost $48.68 Unrealized
DKNG DRAFTKINGS INC NEW 0.0%
Value ($000) $212 Shares 6,372 Est. Cost $40.70 Unrealized +0.9%
FULT FULTON FINL CORP PA 0.0%
Value ($000) $211 Shares 11,639 Est. Cost $14.43 Unrealized +29.8%
FBIN FORTUNE BRANDS INNOVATIONS I 0.0%
Value ($000) $205 Shares 3,369 Est. Cost $76.74 Unrealized -14.4%
CLF CLEVELAND-CLIFFS INC NEW 0.0%
Value ($000) $182 Shares 22,159 Est. Cost $6.02 Unrealized +68.9%
SYK STRYKER CORP 0.0%
Value ($000) $164 Shares 440 Est. Cost $277.43 Unrealized +35.9%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $145 Shares 872 Est. Cost $138.94 Unrealized +9.7%
WESTERN ASSET HIGH INCOME OP 0.0%
Value ($000) $142 Shares 35,660 Est. Cost $3.90 Unrealized
HSY HERSHEY COMPANY 0.0%
Value ($000) $125 Shares 732 Est. Cost $221.79 Unrealized -28.2%
VOO VANGUARD S&P 0.0%
Value ($000) $114 Shares 221 Est. Cost $481.01 Unrealized
VTI VANGUARD TOTAL 0.0%
Value ($000) $107 Shares 389 Est. Cost $224.81 Unrealized
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $95 Shares 191 Est. Cost $311.53 Unrealized +77.5%
PKST PEAKSTONE REALTY 0.0%
Value ($000) $94 Shares 7,498 Est. Cost $17.36 Unrealized
CSX CSX CORP 0.0%
Value ($000) $89 Shares 3,015 Est. Cost $30.72 Unrealized +1.9%
PFE PFIZER INC 0.0%
Value ($000) $88 Shares 3,486 Est. Cost $28.49 Unrealized -13.3%
BA BOEING COMPANY 0.0%
Value ($000) $85 Shares 497 Est. Cost $211.63 Unrealized -18.2%
FSK FS KKR 0.0%
Value ($000) $83 Shares 3,969 Est. Cost $14.01 Unrealized +37.3%
SSNC SS&C TECHNOLOGIES 0.0%
Value ($000) $73 Shares 870 Est. Cost $55.89 Unrealized +48.1%
DUK DUKE ENERGY 0.0%
Value ($000) $70 Shares 570 Est. Cost $83.70 Unrealized +32.1%
ESGV VANGUARD ESG 0.0%
Value ($000) $67 Shares 680 Est. Cost $85.06 Unrealized
CBZ CBIZ INC 0.0%
Value ($000) $66 Shares 875 Est. Cost $55.18 Unrealized +45.8%
BND VANGUARD TOTAL 0.0%
Value ($000) $62 Shares 845 Est. Cost $73.55 Unrealized
BWXT BWX TECHNOLOGIES 0.0%
Value ($000) $60 Shares 609 Est. Cost $73.10 Unrealized +47.4%
PKG PACKAGING CORP 0.0%
Value ($000) $59 Shares 300 Est. Cost $142.75 Unrealized +46.0%
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $58 Shares 522 Est. Cost $85.46 Unrealized +27.5%
CEG CONSTELLATION ENERGY 0.0%
Value ($000) $56 Shares 277 Est. Cost $108.29 Unrealized +146.2%
O REALTY INCOME 0.0%
Value ($000) $55 Shares 950 Est. Cost $48.32 Unrealized +8.8%
SBUX STARBUCKS CORP 0.0%
Value ($000) $55 Shares 560 Est. Cost $92.32 Unrealized +9.4%
GE GE AEROSPACE 0.0%
Value ($000) $51 Shares 253 Est. Cost $90.06 Unrealized +117.3%
BBAI BIGBEAR AI HLDGS INC 0.0%
Value ($000) $51 Shares 17,664 Est. Cost $2.50 Unrealized +90.4%
HESS CORP 0.0%
Value ($000) $48 Shares 300 Est. Cost $148.58 Unrealized
APLE APPLE HOSPITALITY 0.0%
Value ($000) $47 Shares 3,603 Est. Cost $16.10 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $46 Shares 298 Est. Cost $111.64 Unrealized +28.2%
SPGI S&P GLOBAL 0.0%
Value ($000) $46 Shares 90 Est. Cost $387.05 Unrealized +31.1%
WFC WELLS FARGO 0.0%
Value ($000) $45 Shares 620 Est. Cost $47.77 Unrealized +54.3%
BNDX VANGUARD TOTAL 0.0%
Value ($000) $43 Shares 878 Est. Cost $49.18 Unrealized
SLV ISHARES SILVER 0.0%
Value ($000) $43 Shares 1,378 Est. Cost $25.88 Unrealized
OXY OCCIDENTAL PETROLEUM 0.0%
Value ($000) $42 Shares 860 Est. Cost $59.44 Unrealized -19.5%
IJK ISHARES S&P 0.0%
Value ($000) $42 Shares 500 Est. Cost $75.79 Unrealized
DLN WISDOMTREE U S 0.0%
Value ($000) $40 Shares 500 Est. Cost $63.94 Unrealized
PFG PRINCIPAL FINANCIAL 0.0%
Value ($000) $39 Shares 458 Est. Cost $69.02 Unrealized +16.3%
EXC EXELON CORP 0.0%
Value ($000) $38 Shares 832 Est. Cost $36.37 Unrealized +11.4%
BAC BANK AMERICA 0.0%
Value ($000) $38 Shares 914 Est. Cost $27.71 Unrealized +57.4%
VSGX VANGUARD ESG 0.0%
Value ($000) $38 Shares 644 Est. Cost $55.28 Unrealized
QQQ INVESCO QQQ 0.0%
Value ($000) $37 Shares 79 Est. Cost $449.67 Unrealized
RGLD ROYAL GOLD 0.0%
Value ($000) $36 Shares 223 Est. Cost $113.34 Unrealized +29.4%
SHEL SHELL PLC 0.0%
Value ($000) $36 Shares 492 Est. Cost $65.09 Unrealized
CREDIT SUISSE ASSET MGMT INC 0.0%
Value ($000) $36 Shares 12,256 Est. Cost $3.09 Unrealized
IJS ISHARES S&P 0.0%
Value ($000) $31 Shares 317 Est. Cost $96.15 Unrealized
BMY BRISTOL MYERS 0.0%
Value ($000) $30 Shares 500 Est. Cost $53.43 Unrealized +3.8%
NKE NIKE INC 0.0%
Value ($000) $30 Shares 470 Est. Cost $111.04 Unrealized -35.1%
QTEC FIRST TRUST 0.0%
Value ($000) $30 Shares 170 Est. Cost $160.37 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $29 Shares 344 Est. Cost $57.53 Unrealized +39.8%
PGEN PRECIGEN INC 0.0%
Value ($000) $28 Shares 18,966 Est. Cost $1.44 Unrealized +9.6%
FNV FRANCO NEVADA 0.0%
Value ($000) $28 Shares 176 Est. Cost $130.41 Unrealized +6.8%
GILD GILEAD SCIENCES 0.0%
Value ($000) $28 Shares 246 Est. Cost $71.43 Unrealized +40.7%
ROBO ROBO GLOBAL 0.0%
Value ($000) $26 Shares 502 Est. Cost $53.83 Unrealized
HON HONEYWELL INTL 0.0%
Value ($000) $24 Shares 115 Est. Cost $173.09 Unrealized +14.6%
KD KYNDRYL HOLDINGS 0.0%
Value ($000) $24 Shares 769 Est. Cost $15.96 Unrealized +134.8%
DD DUPONT DE 0.0%
Value ($000) $24 Shares 318 Est. Cost $29.45 Unrealized +8.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $23 Shares 219 Est. Cost $104.15 Unrealized -7.1%
MPC MARATHON PETROLEUM 0.0%
Value ($000) $23 Shares 157 Est. Cost $137.30 Unrealized +5.7%
WBD WARNER BROS 0.0%
Value ($000) $22 Shares 2,065 Est. Cost $11.71 Unrealized -10.7%
SEI SOLARIS ENERGY 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $8.93 Unrealized +206.0%
LQD ISHARES IBOXX 0.0%
Value ($000) $22 Shares 200 Est. Cost $115.16 Unrealized
TXNM TXNM ENERGY 0.0%
Value ($000) $21 Shares 400 Est. Cost $43.75 Unrealized +14.7%
EATON VANCE 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $17.95 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $21 Shares 230 Est. Cost $74.63 Unrealized +17.1%
VCLT VANGUARD LONG 0.0%
Value ($000) $20 Shares 266 Est. Cost $75.89 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $20 Shares 318 Est. Cost $49.04 Unrealized +24.9%
XLK TECHNOLOGY SELECT 0.0%
Value ($000) $20 Shares 95 Est. Cost $207.50 Unrealized
IVE ISHARES S&P 0.0%
Value ($000) $19 Shares 100 Est. Cost $163.87 Unrealized
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $19 Shares 605 Est. Cost $19.05 Unrealized +58.6%
CPK CHESAPEAKE UTILITY 0.0%
Value ($000) $19 Shares 146 Est. Cost $99.09 Unrealized +22.6%
GEV GE VERNOVA 0.0%
Value ($000) $19 Shares 61 Est. Cost $158.10 Unrealized +120.2%
BN BROOKFIELD CORP 0.0%
Value ($000) $18 Shares 337 Est. Cost $22.27 Unrealized +68.8%
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $18 Shares 98 Est. Cost $152.19 Unrealized +19.7%
PNC PNC FINANCIAL 0.0%
Value ($000) $18 Shares 100 Est. Cost $117.51 Unrealized +56.0%
LXRX LEXICON PHARMACEUTICALS INC 0.0%
Value ($000) $17 Shares 37,800 Est. Cost $0.63 Unrealized 0.0%
UGI UGI CORP 0.0%
Value ($000) $17 Shares 515 Est. Cost $24.43 Unrealized +29.7%
CVS CVS HEALTH 0.0%
Value ($000) $17 Shares 250 Est. Cost $64.98 Unrealized -10.8%
BLACKROCK TXBL 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $15.71 Unrealized
OLP ONE LIBERTY PPTYS INC 0.0%
Value ($000) $17 Shares 634 Est. Cost $20.39 Unrealized
CALAMOS STRATEGIC 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $14.47 Unrealized
RTX RTX CORP 0.0%
Value ($000) $16 Shares 122 Est. Cost $78.43 Unrealized +59.1%
ORLY O REILLY AUTOMOTIVE 0.0%
Value ($000) $16 Shares 11 Est. Cost $62.96 Unrealized +38.2%
TYL TYLER TECHNOLOGIES 0.0%
Value ($000) $16 Shares 27 Est. Cost $396.22 Unrealized +49.9%
VNQ VANGUARD REAL 0.0%
Value ($000) $15 Shares 167 Est. Cost $82.01 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $15 Shares 108 Est. Cost $109.75 Unrealized +47.2%
DNP SELECT 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $9.00 Unrealized
VT VANGUARD TOTAL 0.0%
Value ($000) $15 Shares 126 Est. Cost $98.02 Unrealized
PPL PPL CORP 0.0%
Value ($000) $15 Shares 404 Est. Cost $23.69 Unrealized +39.0%
PRF INVESCO FTSE 0.0%
Value ($000) $15 Shares 360 Est. Cost $33.51 Unrealized
SCCO SOUTHERN COPPER 0.0%
Value ($000) $14 Shares 153 Est. Cost $68.60 Unrealized +28.9%
EFA ISHARES MSCI 0.0%
Value ($000) $14 Shares 173 Est. Cost $72.14 Unrealized
GIS GENERAL MILLS 0.0%
Value ($000) $14 Shares 229 Est. Cost $62.05 Unrealized -6.6%
AEP AMERICAN ELECTRIC 0.0%
Value ($000) $14 Shares 125 Est. Cost $75.92 Unrealized +29.7%
CGW INVESCO S&P 0.0%
Value ($000) $14 Shares 244 Est. Cost $49.76 Unrealized
PLBY PLBY GROUP INC 0.0%
Value ($000) $13 Shares 12,210 Est. Cost $2.49 Unrealized -37.2%
COHEN & STEERS 0.0%
Value ($000) $13 Shares 600 Est. Cost $18.66 Unrealized
TIP ISHARES TIPS 0.0%
Value ($000) $13 Shares 119 Est. Cost $105.61 Unrealized
GNL GLOBAL NET 0.0%
Value ($000) $13 Shares 1,642 Est. Cost $9.33 Unrealized
BR BROADRIDGE FINANCIAL 0.0%
Value ($000) $13 Shares 53 Est. Cost $195.53 Unrealized +18.6%
CSCO CISCO SYSTEMS 0.0%
Value ($000) $12 Shares 201 Est. Cost $40.66 Unrealized +47.8%
CAT CATERPILLAR INC 0.0%
Value ($000) $12 Shares 37 Est. Cost $256.34 Unrealized +37.3%
FDX FEDEX CORP 0.0%
Value ($000) $12 Shares 50 Est. Cost $251.72 Unrealized +0.7%
IGM ISHARES EXPANDED 0.0%
Value ($000) $12 Shares 132 Est. Cost $96.32 Unrealized
MAR MARRIOTT INTL 0.0%
Value ($000) $12 Shares 50 Est. Cost $196.29 Unrealized +37.2%
WM WASTE MANAGEMENT 0.0%
Value ($000) $12 Shares 50 Est. Cost $159.23 Unrealized +37.1%
PECO PHILLIPS EDISON 0.0%
Value ($000) $11 Shares 300 Est. Cost $37.46 Unrealized
LRCX LAM RESEARCH 0.0%
Value ($000) $11 Shares 150 Est. Cost $74.98 Unrealized +4.2%
F FORD MOTOR 0.0%
Value ($000) $11 Shares 1,086 Est. Cost $10.36 Unrealized -10.8%
IYJ ISHARES U S 0.0%
Value ($000) $10 Shares 80 Est. Cost $107.63 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $10 Shares 257 Est. Cost $24.54 Unrealized +53.4%
AEE AMEREN CORP 0.0%
Value ($000) $10 Shares 100 Est. Cost $73.23 Unrealized +28.0%
MCI BARINGS CORP 0.0%
Value ($000) $10 Shares 425 Est. Cost $17.19 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $10 Shares 60 Est. Cost $174.90 Unrealized -5.9%
SCHO SCHWAB SHORT 0.0%
Value ($000) $10 Shares 402 Est. Cost $36.11 Unrealized
KR KROGER CO 0.0%
Value ($000) $10 Shares 144 Est. Cost $43.51 Unrealized +43.1%
VBR VANGUARD SMALL 0.0%
Value ($000) $10 Shares 52 Est. Cost $169.72 Unrealized
AKR ACADIA REALTY 0.0%
Value ($000) $9 Shares 450 Est. Cost $15.67 Unrealized
DOC HEALTHPEAK PPTYS 0.0%
Value ($000) $9 Shares 465 Est. Cost $16.52 Unrealized +15.4%
BKNG BOOKING HOLDINGS 0.0%
Value ($000) $9 Shares 2 Est. Cost $3023.56 Unrealized +57.1%
IYK ISHARES U S 0.0%
Value ($000) $9 Shares 126 Est. Cost $148.61 Unrealized
DG DOLLAR GENL 0.0%
Value ($000) $9 Shares 100 Est. Cost $128.81 Unrealized -42.3%
EW EDWARDS LIFESCIENCES 0.0%
Value ($000) $9 Shares 120 Est. Cost $74.97 Unrealized -4.5%
TGT TARGET CORP 0.0%
Value ($000) $9 Shares 83 Est. Cost $130.59 Unrealized -7.9%
PJP INVESCO PHARMACEUTICALS 0.0%
Value ($000) $9 Shares 100 Est. Cost $80.11 Unrealized
ICVT ISHARES CONV 0.0%
Value ($000) $9 Shares 102 Est. Cost $76.40 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $8 Shares 55 Est. Cost $140.06 Unrealized +5.7%
MET METLIFE INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $58.39 Unrealized +39.0%
DOW DOW INC 0.0%
Value ($000) $8 Shares 223 Est. Cost $45.84 Unrealized -21.5%
SPEM SPDR EMERGING 0.0%
Value ($000) $8 Shares 195 Est. Cost $34.49 Unrealized
CMG CHIPOTLE MEXICAN 0.0%
Value ($000) $8 Shares 150 Est. Cost $61.69 Unrealized -11.8%
BIDU BAIDU INC 0.0%
Value ($000) $7 Shares 80 Est. Cost $126.72 Unrealized
HOG HARLEY DAVIDSON 0.0%
Value ($000) $7 Shares 290 Est. Cost $32.80 Unrealized -18.4%
WESTERN ASSET 0.0%
Value ($000) $7 Shares 866 Est. Cost $7.97 Unrealized
GUNR FLEXSHARES MORNINGSTAR 0.0%
Value ($000) $7 Shares 184 Est. Cost $40.70 Unrealized
PFFD GLOBAL X 0.0%
Value ($000) $7 Shares 375 Est. Cost $19.11 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $40.90 Unrealized +82.2%
GM GENERAL MOTORS 0.0%
Value ($000) $7 Shares 148 Est. Cost $32.44 Unrealized +50.5%
ABBV ABBVIE INC 0.0%
Value ($000) $7 Shares 33 Est. Cost $78.34 Unrealized +141.8%
UAL UNITED AIRLINES 0.0%
Value ($000) $7 Shares 100 Est. Cost $44.94 Unrealized +110.1%
TILRAY BRANDS INC 0.0%
Value ($000) $7 Shares 10,340 Est. Cost $0.66 Unrealized
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $7 Shares 11 Est. Cost $399.28 Unrealized +62.4%
SHOP SHOPIFY INC 0.0%
Value ($000) $7 Shares 70 Est. Cost $62.23 Unrealized +75.1%
SCHC SCHWAB INTL 0.0%
Value ($000) $7 Shares 185 Est. Cost $33.57 Unrealized
GEHC GE HEALTHCARE 0.0%
Value ($000) $7 Shares 81 Est. Cost $82.60 Unrealized +3.9%
IMKTA INGLES MARKETS 0.0%
Value ($000) $7 Shares 100 Est. Cost $79.15 Unrealized -20.1%
DISCOVER FINANCIAL 0.0%
Value ($000) $6 Shares 38 Est. Cost $99.51 Unrealized
XBTAX BLACKROCK LONG 0.0%
Value ($000) $6 Shares 667 Est. Cost $9.60 Unrealized
BLACKROCK CORP 0.0%
Value ($000) $6 Shares 666 Est. Cost $9.03 Unrealized
SWBI SMITH & WESSON 0.0%
Value ($000) $6 Shares 674 Est. Cost $13.13 Unrealized -21.5%
ADVENT CONV 0.0%
Value ($000) $6 Shares 544 Est. Cost $10.94 Unrealized
TFC TRUIST FINANCIAL 0.0%
Value ($000) $6 Shares 150 Est. Cost $27.68 Unrealized +54.2%
CMC COMMERCIAL METALS 0.0%
Value ($000) $6 Shares 134 Est. Cost $48.40 Unrealized -0.8%
MLPX GLOBAL X 0.0%
Value ($000) $6 Shares 96 Est. Cost $43.51 Unrealized
SIRI SIRIUS XM 0.0%
Value ($000) $6 Shares 267 Est. Cost $31.06 Unrealized -24.2%
VAW VANGUARD MATERIALS 0.0%
Value ($000) $6 Shares 31 Est. Cost $181.23 Unrealized
VTIP VANGUARD SHORT 0.0%
Value ($000) $6 Shares 117 Est. Cost $47.38 Unrealized
COHEN & STEERS 0.0%
Value ($000) $6 Shares 228 Est. Cost $20.38 Unrealized
ZBH ZIMMER BIOMET 0.0%
Value ($000) $6 Shares 50 Est. Cost $116.76 Unrealized -9.3%
ELV ELEVANCE HEALTH 0.0%
Value ($000) $6 Shares 13 Est. Cost $441.65 Unrealized -10.7%
DIV GLOBAL X 0.0%
Value ($000) $6 Shares 300 Est. Cost $16.69 Unrealized
TTC TORO CO 0.0%
Value ($000) $6 Shares 76 Est. Cost $91.00 Unrealized -13.1%
EMLC VANECK JPM 0.0%
Value ($000) $5 Shares 221 Est. Cost $24.61 Unrealized
IEF ISHARES 7-10YR 0.0%
Value ($000) $5 Shares 54 Est. Cost $98.15 Unrealized
EPD ENTERPRISE PRODUCTS 0.0%
Value ($000) $5 Shares 150 Est. Cost $31.36 Unrealized
CALAMOS CONVERTIBLE 0.0%
Value ($000) $5 Shares 500 Est. Cost $11.31 Unrealized
MLPA GLOBAL X 0.0%
Value ($000) $5 Shares 93 Est. Cost $44.45 Unrealized
TD TORONTO DOMINION 0.0%
Value ($000) $5 Shares 82 Est. Cost $61.15 Unrealized -4.8%
LMT LOCKHEED MARTIN 0.0%
Value ($000) $5 Shares 11 Est. Cost $416.25 Unrealized +7.7%
CARR CARRIER GLOBAL 0.0%
Value ($000) $5 Shares 76 Est. Cost $52.49 Unrealized +25.3%
MDLZ MONDELEZ INTERNATIONAL 0.0%
Value ($000) $5 Shares 69 Est. Cost $65.76 Unrealized -9.1%
HPQ HP INC 0.0%
Value ($000) $5 Shares 169 Est. Cost $26.86 Unrealized +13.0%
FAST FASTENAL CO 0.0%
Value ($000) $5 Shares 60 Est. Cost $27.75 Unrealized +32.8%
VXUS VANGUARD TOTAL 0.0%
Value ($000) $5 Shares 73 Est. Cost $60.24 Unrealized
SPFF GLOBAL X 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.93 Unrealized
ALK ALASKA AIR 0.0%
Value ($000) $4 Shares 89 Est. Cost $40.47 Unrealized +62.2%
DAL DELTA AIRLINES 0.0%
Value ($000) $4 Shares 100 Est. Cost $38.88 Unrealized +50.8%
HWM HOWMET AEROSPACE 0.0%
Value ($000) $4 Shares 33 Est. Cost $48.71 Unrealized +160.2%
ARCC ARES CAPITAL 0.0%
Value ($000) $4 Shares 192 Est. Cost $15.72 Unrealized +32.6%
LBRDK LIBERTY BROADBAND 0.0%
Value ($000) $4 Shares 50 Est. Cost $81.06 Unrealized -7.2%
BAM BROOKFIELD ASSET 0.0%
Value ($000) $4 Shares 84 Est. Cost $31.28 Unrealized +69.3%
NUVEEN REAL 0.0%
Value ($000) $4 Shares 309 Est. Cost $11.17 Unrealized
USB U S BANCORP DE 0.0%
Value ($000) $4 Shares 93 Est. Cost $32.80 Unrealized +34.7%
OTIS OTIS WORLDWIDE 0.0%
Value ($000) $4 Shares 38 Est. Cost $81.21 Unrealized +18.4%
HYLB XTRACKERS USD 0.0%
Value ($000) $4 Shares 106 Est. Cost $34.72 Unrealized
VTV VANGUARD VALUE 0.0%
Value ($000) $4 Shares 22 Est. Cost $143.70 Unrealized
XLB MATERIALS SELECT 0.0%
Value ($000) $4 Shares 44 Est. Cost $81.70 Unrealized
FIVE FIVE BELOW 0.0%
Value ($000) $4 Shares 50 Est. Cost $183.18 Unrealized -52.0%
JJSF J & J SNACK 0.0%
Value ($000) $4 Shares 28 Est. Cost $154.90 Unrealized -15.6%
PNNT PENNANTPARK INVESTMENT 0.0%
Value ($000) $4 Shares 523 Est. Cost $4.62 Unrealized +31.9%
SAM BOSTON BEER 0.0%
Value ($000) $4 Shares 15 Est. Cost $350.55 Unrealized -30.5%
LIBERTY MEDIA 0.0%
Value ($000) $4 Shares 52 Est. Cost $34.74 Unrealized
EMR EMERSON ELECTRIC 0.0%
Value ($000) $4 Shares 32 Est. Cost $89.62 Unrealized +32.5%
EDIV SPDR S&P 0.0%
Value ($000) $3 Shares 98 Est. Cost $31.15 Unrealized
STT STATE STREET 0.0%
Value ($000) $3 Shares 39 Est. Cost $64.85 Unrealized +43.0%
VTRS VIATRIS INC 0.0%
Value ($000) $3 Shares 380 Est. Cost $9.01 Unrealized +11.2%
NUVEEN S&P 500 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.75 Unrealized
VBK VANGUARD SMALL 0.0%
Value ($000) $3 Shares 13 Est. Cost $227.96 Unrealized
SWKS SKYWORKS SOLUTIONS 0.0%
Value ($000) $3 Shares 50 Est. Cost $94.52 Unrealized -22.4%
BANC BANC CALIFORNIA 0.0%
Value ($000) $3 Shares 225 Est. Cost $11.77 Unrealized +25.4%
SVC SERVICE PROPERTIES 0.0%
Value ($000) $3 Shares 1,201 Est. Cost $8.11 Unrealized
SJM SMUCKER JM 0.0%
Value ($000) $3 Shares 26 Est. Cost $118.31 Unrealized -11.8%
VIRTUS DIVID 0.0%
Value ($000) $3 Shares 250 Est. Cost $11.97 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $3 Shares 10 Est. Cost $257.65 Unrealized +11.6%
MGM MGM RESORTS 0.0%
Value ($000) $3 Shares 100 Est. Cost $41.71 Unrealized -19.4%
COHEN & STEERS 0.0%
Value ($000) $3 Shares 230 Est. Cost $11.19 Unrealized
TDC TERADATA CORP 0.0%
Value ($000) $3 Shares 126 Est. Cost $46.95 Unrealized -42.4%
SOLV SOLVENTUM CORP 0.0%
Value ($000) $3 Shares 37 Est. Cost $60.70 Unrealized +22.7%
ZG ZILLOW GROUP 0.0%
Value ($000) $3 Shares 41 Est. Cost $46.52 Unrealized +58.9%
GD GENERAL DYNAMICS 0.0%
Value ($000) $3 Shares 10 Est. Cost $257.89 Unrealized -0.8%
HRL HORMEL FOODS 0.0%
Value ($000) $3 Shares 88 Est. Cost $33.18 Unrealized -13.3%
BBEU JPMORGAN BUILDERS 0.0%
Value ($000) $3 Shares 44 Est. Cost $53.72 Unrealized
OMC OMNICOM GROUP 0.0%
Value ($000) $3 Shares 32 Est. Cost $74.53 Unrealized +8.2%
EMN EASTMAN CHEMICAL 0.0%
Value ($000) $3 Shares 30 Est. Cost $74.26 Unrealized +21.7%
HPE HEWLETT PACKARD 0.0%
Value ($000) $3 Shares 163 Est. Cost $15.72 Unrealized +23.4%
TNC TENNANT CO 0.0%
Value ($000) $2 Shares 29 Est. Cost $78.91 Unrealized +5.7%
DCI DONALDSON CO 0.0%
Value ($000) $2 Shares 34 Est. Cost $59.14 Unrealized +15.1%
NEUBERGER BERMAN 0.0%
Value ($000) $2 Shares 666 Est. Cost $2.99 Unrealized
CALM CAL MAINE FOODS 0.0%
Value ($000) $2 Shares 24 Est. Cost $41.64 Unrealized +117.3%
LBRDA LIBERTY BROADBAND 0.0%
Value ($000) $2 Shares 25 Est. Cost $81.05 Unrealized -7.7%
PBW INVESCO WILDERHILL 0.0%
Value ($000) $2 Shares 133 Est. Cost $30.58 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $2 Shares 15 Est. Cost $256.54 Unrealized -44.3%
AOUT AMERICAN OUTDOOR 0.0%
Value ($000) $2 Shares 168 Est. Cost $8.96 Unrealized +71.4%
FWONA LIBERTY MEDIA 0.0%
Value ($000) $2 Shares 25 Est. Cost $57.28 Unrealized
PBT PERMIAN BASIN 0.0%
Value ($000) $2 Shares 200 Est. Cost $17.61 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $2 Shares 13 Est. Cost $160.45 Unrealized -10.6%
NCLH NORWEGIAN CRUISE 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.24 Unrealized +39.7%
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $2 Shares 16 Est. Cost $117.52 Unrealized +14.0%
FOXA FOX CORP 0.0%
Value ($000) $2 Shares 33 Est. Cost $30.69 Unrealized +71.0%
LYB LYONDELLBASELL INDUSTRIE 0.0%
Value ($000) $2 Shares 26 Est. Cost $80.44 Unrealized -14.5%
LIBERTY MEDIA 0.0%
Value ($000) $2 Shares 26 Est. Cost $34.23 Unrealized
BBCA JPMORGAN BETABUILDERS 0.0%
Value ($000) $2 Shares 23 Est. Cost $61.13 Unrealized
DELL DELL TECHNOLOGIES 0.0%
Value ($000) $2 Shares 18 Est. Cost $62.74 Unrealized +66.1%
NATL NCR ATLEOS 0.0%
Value ($000) $2 Shares 62 Est. Cost $22.89 Unrealized +29.9%
LEG LEGGETT & PLATT 0.0%
Value ($000) $2 Shares 200 Est. Cost $26.32 Unrealized -64.0%
JCI JOHNSON CONTROLS 0.0%
Value ($000) $2 Shares 19 Est. Cost $54.95 Unrealized +48.5%
DNUT KRISPY KREME 0.0%
Value ($000) $1 Shares 300 Est. Cost $13.25 Unrealized -42.9%
BBJP JPMORGAN BETABUILDERS 0.0%
Value ($000) $1 Shares 26 Est. Cost $51.38 Unrealized
NGG NATIONAL GRID 0.0%
Value ($000) $1 Shares 22 Est. Cost $64.32 Unrealized
MBB ISHARES MBS 0.0%
Value ($000) $1 Shares 14 Est. Cost $91.43 Unrealized
RIVN RIVIAN AUTOMOTIVE 0.0%
Value ($000) $1 Shares 104 Est. Cost $21.08 Unrealized -40.3%
NOK NOKIA CORP 0.0%
Value ($000) $1 Shares 240 Est. Cost $3.58 Unrealized
IYZ ISHARES U S 0.0%
Value ($000) $1 Shares 45 Est. Cost $22.01 Unrealized
VYX NCR VOYIX 0.0%
Value ($000) $1 Shares 126 Est. Cost $16.49 Unrealized -28.8%
CAG CONAGRA BRANDS 0.0%
Value ($000) $1 Shares 46 Est. Cost $26.00 Unrealized -6.2%
CBRL CRACKER BARREL 0.0%
Value ($000) $1 Shares 31 Est. Cost $71.12 Unrealized -30.9%
WALGREENS BOOTS 0.0%
Value ($000) $1 Shares 100 Est. Cost $24.18 Unrealized
PSMT PRICESMART INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $70.80 Unrealized +24.1%
KEYS KEYSIGHT TECHNOLOGIES 0.0%
Value ($000) $1 Shares 7 Est. Cost $141.96 Unrealized +16.3%
EWJ ISHARES MSCI 0.0%
Value ($000) $1 Shares 15 Est. Cost $71.29 Unrealized
SPMD SPDR PORTFOLIO 0.0%
Value ($000) $1 Shares 20 Est. Cost $51.20 Unrealized
WAB WABTEC 0.0%
Value ($000) $1 Shares 5 Est. Cost $110.85 Unrealized +72.2%
DLTR DOLLAR TREE 0.0%
Value ($000) $1 Shares 12 Est. Cost $126.18 Unrealized -43.3%
BATRK ATLANTA BRAVES 0.0%
Value ($000) $1 Shares 21 Est. Cost $37.17 Unrealized +5.0%
AGNC AGNC INVESTMENT 0.0%
Value ($000) $1 Shares 85 Est. Cost $9.62 Unrealized
LW LAMB WESTON 0.0%
Value ($000) $1 Shares 15 Est. Cost $99.78 Unrealized -44.5%
SPSM SPDR PORTFOLIO 0.0%
Value ($000) $1 Shares 19 Est. Cost $40.74 Unrealized
D DOMINION ENERGY 0.0%
Value ($000) $1 Shares 13 Est. Cost $42.63 Unrealized +23.7%
KHC KRAFT HEINZ 0.0%
Value ($000) $1 Shares 23 Est. Cost $30.44 Unrealized -6.9%
NLY ANNALY CAPITAL 0.0%
Value ($000) $1 Shares 34 Est. Cost $19.10 Unrealized
BBAX JPMORGAN BETABUILDERS 0.0%
Value ($000) $1 Shares 14 Est. Cost $47.25 Unrealized
NWSA NEWS CORP 0.0%
Value ($000) $1 Shares 25 Est. Cost $20.65 Unrealized +34.6%
THD ISHARES MSCI 0.0%
Value ($000) $1 Shares 11 Est. Cost $63.14 Unrealized
LIONS GATE 0.0%
Value ($000) $1 Shares 67 Est. Cost $9.03 Unrealized
INSG INSEEGO CORP 0.0%
Value ($000) $0 Shares 61 Est. Cost $2.58 Unrealized +323.3%
KSS KOHLS CORP 0.0%
Value ($000) $0 Shares 60 Est. Cost $24.34 Unrealized -52.3%
EPP ISHARES MSCI 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.61 Unrealized
BATRA ATLANTA BRAVES 0.0%
Value ($000) $0 Shares 10 Est. Cost $41.21 Unrealized +3.3%
PNR PENTAIR PLC 0.0%
Value ($000) $0 Shares 5 Est. Cost $64.36 Unrealized +46.9%
AIG AMERICAN INTL 0.0%
Value ($000) $0 Shares 5 Est. Cost $58.73 Unrealized +29.7%
EWY ISHARES MSCI 0.0%
Value ($000) $0 Shares 8 Est. Cost $67.11 Unrealized
VRTS VIRTUS INVESTMENT 0.0%
Value ($000) $0 Shares 3 Est. Cost $180.82 Unrealized -0.5%
OBE OBSIDIAN ENERGY 0.0%
Value ($000) $0 Shares 71 Est. Cost $7.35 Unrealized -25.0%
CHTR CHARTER COMMUNICATIONS 0.0%
Value ($000) $0 Shares 1 Est. Cost $411.78 Unrealized -13.1%
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 40 Est. Cost $11.36 Unrealized -8.2%
AA ALCOA CORP 0.0%
Value ($000) $0 Shares 11 Est. Cost $28.40 Unrealized +21.8%
WOLFSPEED INC 0.0%
Value ($000) $0 Shares 104 Est. Cost $40.80 Unrealized
STIP ISHARES 0-5 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.33 Unrealized
TEVA TEVA PHARMACEUTICAL 0.0%
Value ($000) $0 Shares 20 Est. Cost $10.32 Unrealized
REZI RESIDEO TECHNOLOGIES 0.0%
Value ($000) $0 Shares 17 Est. Cost $16.59 Unrealized +23.7%
MJ AMPLIFY ALTERNATIVE 0.0%
Value ($000) $0 Shares 11 Est. Cost $19.55 Unrealized
NVT NVENT ELECTRIC 0.0%
Value ($000) $0 Shares 4 Est. Cost $52.08 Unrealized +20.1%
PCG PG&E CORP 0.0%
Value ($000) $0 Shares 12 Est. Cost $16.84 Unrealized -2.3%
ONL ORION PROPERTIES 0.0%
Value ($000) $0 Shares 95 Est. Cost $5.46 Unrealized
DXC DXC TECHNOLOGY 0.0%
Value ($000) $0 Shares 12 Est. Cost $22.60 Unrealized -14.1%
POTBELLY CORP 0.0%
Value ($000) $0 Shares 20 Est. Cost $9.10 Unrealized
INDIVIOR PLC 0.0%
Value ($000) $0 Shares 17 Est. Cost $19.18 Unrealized
BHR BRAEMAR HOTELS 0.0%
Value ($000) $0 Shares 53 Est. Cost $2.64 Unrealized
WDC WESTERN DIGITAL 0.0%
Value ($000) $0 Shares 3 Est. Cost $33.15 Unrealized +42.6%
XRX XEROX HOLDINGS 0.0%
Value ($000) $0 Shares 25 Est. Cost $15.29 Unrealized -50.9%
LUCID GROUP 0.0%
Value ($000) $0 Shares 48 Est. Cost $4.90 Unrealized
BNT BROOKFIELD WEALTH 0.0%
Value ($000) $0 Shares 2 Est. Cost $31.31 Unrealized +20.1%
BBU BROOKFIELD BUSINESS 0.0%
Value ($000) $0 Shares 4 Est. Cost $17.88 Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 4 Est. Cost $29.37 Unrealized -8.2%
GTX GARRETT MOTION 0.0%
Value ($000) $0 Shares 10 Est. Cost $7.71 Unrealized +20.3%
CRBP CORBUS PHARMACEUTICALS 0.0%
Value ($000) $0 Shares 14 Est. Cost $6.15 Unrealized +43.6%
LUMN LUMEN TECHNOLOGIES 0.0%
Value ($000) $0 Shares 16 Est. Cost $1.56 Unrealized +220.4%
ZIMVIE INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $13.60 Unrealized
CNDT CONDUENT INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $3.25 Unrealized +12.5%
BBUC BROOKFIELD BUSINESS 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.18 Unrealized +39.1%
SNDK SANDISK CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $49.67 Unrealized 0.0%
OGN ORGANON & CO 0.0%
Value ($000) $0 Shares 3 Est. Cost $15.44 Unrealized -2.1%
IRT INDEPENDENCE REALTY 0.0%
Value ($000) $0 Shares 2 Est. Cost $20.50 Unrealized
BW BABCOCK & WILCOX 0.0%
Value ($000) $0 Shares 30 Est. Cost $3.68 Unrealized -66.4%
RMR RMR GROUP 0.0%
Value ($000) $0 Shares 1 Est. Cost $19.43 Unrealized -16.2%
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $37.09 Unrealized -56.7%
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.94 Unrealized -4.0%
GPRO GOPRO INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $3.48 Unrealized -74.7%
CGC CANOPY GROWTH 0.0%
Value ($000) $0 Shares 10 Est. Cost $5.96 Unrealized -70.5%
AHT ASHFORD HOSPITALITY 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.00 Unrealized